WHO WILL DISRUPT, AND WHO WILL BE DISRUPTED?

The discussion centers on the current state and future of autonomous vehicles and artificial intelligence. Kassar Younis, CEO of Applied Intuition, explains his company's role in providing AI intelligence to various sectors, including automotive, defense, and industrials. Younis addresses the impact of trade tensions on global supply chains, emphasizing the interdependence of components and parts across regions. The concept of sovereign AI is explored, with Younis advocating for expertise in AI application rather than simply copying existing models. He discusses the safety and job displacement concerns surrounding autonomous vehicles, expressing faith in capitalism to create new opportunities. Younis cautions investors about the disconnect between prices and business models in the AI space, recommending a focus on monetization strategies. He expresses optimism about the potential of AI to improve lives while acknowledging the risks associated with over-investment and false promises.